Ep.18: Indian Equities' Golden Decade in the Global Reset

From our Archives: In this forward-looking discussion from the 13th India Investment Conference held on January 21, 2023, seasoned panelists, including Sunil Singhania, Shibani Sircar Kurian, Rajeev Thakkar, and Manisha Girotra, explored why India may be entering or already be in a golden decade for equities amid a global reset. They emphasized the impact of structural reforms, digitization, and increasing financialization on long-term market performance. The conversation covered the shift in household savings towards equities, the importance of bottom-up stock selection over sector bets, and the role of valuations in a high-growth environment. They also addressed macro risks, global comparisons with U.S. markets, and how disruption in traditional sectors can create opportunities for investors focused on fundamentals and adaptability. ________________________________________________________________________ The Indian Association of Investment Professionals (IAIP), the India Society of CFA Institute, was established in Apr 2005 as an association of local investment professionals consisting of portfolio managers, security analysts, investment advisors and other financial professionals. As one of the over 160 CFA Institute member societies, the IAIP connects local CFA Institute members to a global network of investment professionals. For the continuing up-gradation of knowledge and skills of members, IAIP conducts speaker events, workshops led by leading finance professionals.